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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.

Costs and Charges

The money you pay when investing.

Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.

Bed & ISA

Understand what Bed and ISA is and how it works

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Alpha

The percentage by which an investor outperforms a relevant benchmark.

Clean price

The quoted price of a gilt, which excludes accrued interest

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Total Return

This is the measurement of a fund’s performance in a specific period.

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